§ 13F · FUND PROFILE
Platt Investment Counsel, LLC.
AUM · $149M (13F)Positions · 14Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$491K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ESGV | VANGUARD WORLD FD | 349K | $46M | 30.9% | ±0% |
| 2 | QQQ | INVESCO QQQ TR | 37K | $27M | 18.1% | −1% |
| 3 | IJH | ISHARES TR | 286K | $22M | 14.8% | ±0% |
| 4 | BND | VANGUARD BD INDEX FDS | 157K | $11M | 7.7% | +1% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 145K | $11M | 7.7% | +1% |
| 6 | BLV | VANGUARD BD INDEX FDS | 165K | $11M | 7.6% | +2% |
| 7 | IWM | ISHARES TR | 33K | $10M | 6.6% | ±0% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 91K | $8M | 5.1% | +1% |
| 9 | TSLA | TESLA INC | 1K | $568K | 0.4% | −10% |
| 10 | BMY | BRISTOL-MYERS SQUIBB CO | 9K | $491K | 0.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLATT SIGNAL
AC read
Platt Investment Counsel, LLC is a Other fund managing $149 million in assets. The fund runs a focused portfolio of just 14 positions.
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